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1450 Brickell Avenue Suite 2610, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-01-05 |
| IN | RA | APPROVED | 2016-11-18 |
Branch Locations
1450 Brickell Avenue Suite 2610, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Indianapolis | IN | 05/2009 | Present |
1) DAMAR FOUNDATION POSITION: Board Member NATURE: Damar provides a comprehensive range of support for children, adolescents, and adults with developmental, intellectual, and behavioral disabilities. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/07/2017 ADDRESS: 6067 Decatur Blvd, Indianapolis IN 46241, United States DESCRIPTION: provides guidance on investment portfolio and proposed Foundation investment opportunities
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-06-19 |
| S63 | Uniform Securities Agent State Law Examination | 1990-10-03 |
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